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1,402 hedge funds and large institutions have $72.2B invested in Chubb in 2022 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 555 increasing their positions, 501 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 2844 (+16)

30% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 90

11% more repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 501

6% more call options, than puts

Call options by funds: $239M | Put options by funds: $225M

1% more funds holding

Funds holding: 1,3951,402 (+7)

2.1% less ownership

Funds ownership: 89.25%87.14% (-2.1%)

10% less capital invested

Capital invested by funds: $80.1B → $72.2B (-$7.89B)

Holders
1,402
Holders Change
+7
Holders Change %
+0.5%
% of All Funds
23.62%
Holding in Top 10
44
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+57.14%
% of All Funds
0.74%
New
117
Increased
555
Reduced
501
Closed
90
Calls
$239M
Puts
$225M
Net Calls
+$14.3M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
651
Citizens Financial Group
Rhode Island
$1.37M -$283K -1,374 -17%
CAG
652
Csenge Advisory Group
Florida
$1.36M +$143K +693 +11%
BRWA
653
B. Riley Wealth Advisors
Florida
$1.36M +$29.9K +145 +2%
NGA
654
Naples Global Advisors
Florida
$1.36M +$12.4K +60 +0.9%
FLI
655
Family Legacy Inc
South Carolina
$1.35M -$5.97K -29 -0.4%
SP
656
Symmetry Partners
Connecticut
$1.3M +$660K +3,202 +93%
ONB
657
Old National Bancorp
Indiana
$1.3M -$227K -1,102 -14%
AWM
658
Apollon Wealth Management
South Carolina
$1.3M +$112K +544 +9%
MCM
659
McRae Capital Management
New Jersey
$1.29M -$30.9K -150 -2%
BCM
660
Brookstone Capital Management
Illinois
$1.28M +$1M +4,856 +275%
SWA
661
Stratos Wealth Advisors
Ohio
$1.27M +$10.7K +52 +0.8%
VCM
662
Vigilant Capital Management
Maine
$1.27M -$341K -1,655 -20%
NAG
663
Northstar Advisory Group
New Jersey
$1.26M +$81.2K +394 +7%
WS
664
Wedbush Securities
California
$1.26M +$58.3K +283 +5%
CG
665
Caprock Group
Idaho
$1.26M +$274K +1,329 +26%
DTC
666
Davidson Trust Company
Washington
$1.25M -$26.8K -130 -2%
CHAM
667
Clear Harbor Asset Management
Connecticut
$1.24M +$19.6K +95 +2%
WP
668
WealthShield Partners
North Carolina
$1.24M +$165K +800 +15%
AF
669
Allworth Financial
California
$1.24M +$253K +1,227 +24%
STAS
670
Strong Tower Advisory Services
Minnesota
$1.24M -$33.4K -162 -3%
MCA
671
Magnolia Capital Advisors
Mississippi
$1.24M -$47.4K -230 -4%
OHWP
672
Oak Harbor Wealth Partners
North Carolina
$1.22M -$26.4K -128 -2%
PFPT
673
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.21M +$55.6K +270 +5%
Nomura Holdings
674
Nomura Holdings
Japan
$1.21M -$1.44M -6,989 -53%
TRIA
675
Trail Ridge Investment Advisors
Colorado
$1.21M

CB Hedge Fund Activity: Q2 2022 in Review

1,402 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2022, worth a combined $72.2B — down 9.8% from $80.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new CB positions and 90 closed out — a net gain of 27 holders — while 555 added to existing stakes and 501 trimmed.

The largest buyer was Vanguard Group, adding an estimated $359M. The largest seller was Wellington Management Group, cutting an estimated $654M.

  • 1,402 institutional investors held Chubb (CB) as of Q2 2022, up from 1,395 in Q1 2022.
  • Funds reported $72.2B of Chubb stock for Q2 2022, down 9.8% quarter-over-quarter.
  • 117 funds opened new Chubb positions in Q2 2022 and 90 closed out, a net change of +27 holders.
  • The largest Chubb buyer in Q2 2022 was Vanguard Group, an estimated $359M added.
  • The largest Chubb seller in Q2 2022 was Wellington Management Group, an estimated $654M sold.

Based on aggregated 13F filings for Q2 2022.